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Money News 07.05.2019
Roger Montgomery
May 8, 2019
In this interview on Money News, Roger discusses the RBA’s decision to keep rates on hold. Cutting rates without more relaxed lending standards won’t make a difference, we need to see the banks have the ability to lend within a sensible stress-lending test. Will this create issues if unemployment spikes?
by Roger Montgomery Posted in Radio.
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More reasons to avoid Uber’s IPO
Roger Montgomery
May 8, 2019
Uber says it is only in the early stages of capturing a $12 trillion total addressable market that includes personal mobility, food delivery, and freight shipping. So, if you believe its prospectus, the potential upside should be huge. But how realistic are its aspirations? Continue…
by Roger Montgomery Posted in Companies.
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Are today’s high asset prices worth the risk?
Roger Montgomery
May 7, 2019
Central banks have signalled that, if required, they would support their economies by cutting rates even further. This means markets are not likely to crash any time soon. But with most asset prices quite toppy, are investment returns worth the risk of something going wrong? Continue…
by Roger Montgomery Posted in Market commentary.
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Where to for Avita Medical?
Joseph Kim
May 6, 2019
One company that recently caught our attention, that I believe is worth monitoring, is Avita Medical (ASX:AVH). AVH owns the patents and produces a medical device called RECELL, which produces a “suspension” of spray-on skin cells using a small sample of the patient’s own skin to help treat burn patients and skin defects. Continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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VALUE.ABLE THE PODCAST: EPISODE 14
Roger Montgomery
May 3, 2019
In this episode of Value.Able The podcast Roger takes a closer look into quality and identifies the correlation between the return on equity of a business and its share price performance.
by Roger Montgomery Posted in Podcast Channel.
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